RZG vs. IWC
Compare and contrast key facts about Invesco S&P SmallCap 600® Pure Growth ETF (RZG) and iShares Microcap ETF (IWC).
RZG and IWC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RZG is a passively managed fund by Invesco that tracks the performance of the S&P Small Cap 600 Pure Growth. It was launched on Mar 1, 2006. IWC is a passively managed fund by iShares that tracks the performance of the Russell Microcap Index. It was launched on Aug 12, 2005. Both RZG and IWC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RZG or IWC.
Correlation
The correlation between RZG and IWC is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
RZG vs. IWC - Performance Comparison
Key characteristics
RZG:
-0.01
IWC:
-0.09
RZG:
0.19
IWC:
0.08
RZG:
1.02
IWC:
1.01
RZG:
0.00
IWC:
-0.06
RZG:
0.01
IWC:
-0.21
RZG:
9.08%
IWC:
10.13%
RZG:
24.99%
IWC:
27.12%
RZG:
-58.52%
IWC:
-64.61%
RZG:
-15.84%
IWC:
-24.66%
Returns By Period
In the year-to-date period, RZG achieves a -3.76% return, which is significantly higher than IWC's -12.28% return. Over the past 10 years, RZG has outperformed IWC with an annualized return of 5.83%, while IWC has yielded a comparatively lower 5.07% annualized return.
RZG
-3.76%
6.09%
-11.38%
-0.14%
10.88%
5.83%
IWC
-12.28%
8.69%
-15.61%
-2.49%
8.95%
5.07%
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RZG vs. IWC - Expense Ratio Comparison
RZG has a 0.35% expense ratio, which is lower than IWC's 0.60% expense ratio.
Risk-Adjusted Performance
RZG vs. IWC — Risk-Adjusted Performance Rank
RZG
IWC
RZG vs. IWC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap 600® Pure Growth ETF (RZG) and iShares Microcap ETF (IWC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
RZG vs. IWC - Dividend Comparison
RZG's dividend yield for the trailing twelve months is around 0.79%, less than IWC's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RZG Invesco S&P SmallCap 600® Pure Growth ETF | 0.79% | 0.95% | 1.43% | 1.59% | 0.22% | 0.48% | 0.70% | 0.46% | 0.44% | 0.65% | 0.70% | 0.36% |
IWC iShares Microcap ETF | 1.23% | 1.06% | 1.17% | 1.18% | 0.78% | 0.98% | 1.19% | 1.01% | 1.09% | 1.16% | 1.49% | 1.11% |
Drawdowns
RZG vs. IWC - Drawdown Comparison
The maximum RZG drawdown since its inception was -58.52%, smaller than the maximum IWC drawdown of -64.61%. Use the drawdown chart below to compare losses from any high point for RZG and IWC. For additional features, visit the drawdowns tool.
Volatility
RZG vs. IWC - Volatility Comparison
The current volatility for Invesco S&P SmallCap 600® Pure Growth ETF (RZG) is 7.16%, while iShares Microcap ETF (IWC) has a volatility of 8.26%. This indicates that RZG experiences smaller price fluctuations and is considered to be less risky than IWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.